Data Entry Case Manager

CARRIE LEVENS

Dana Point, CA ***** • 949-***-**** • ************@*****.***

Professional Summary

Results-driven professional with extensive experience in operational management and client relations. Skilled in overseeing daily operations for 100+ clients, enhancing customer retention by 15% through strong relationship-building. Proficient in data entry and billing processes, with a focus on accuracy and confidentiality. Experienced in utilizing SmartCare and Paylocity, and adept at reducing costs through competitive pricing research. Recognized for fostering a collaborative team environment and delivering high-quality service in fast-paced settings. Skills

• Company regulations, laws, and policies • Microsoft Office Suite

• Exceptional interpersonal and communication Skills • Heavy volume of incoming calls & emails

• Strong independent worker and effective team player • SmartCare and Paylocity Work History

Vice President of Operations, 01/2023 to Current

Healthy at Home Caregivers – Dana Point, CA

• Managed daily operations for 100+ clients, overseeing resource allocation, inventory, and quality control

• Monitored KPIs using SmartCare and Paylocity, optimizing performance and implementing corrective actions

• Supervised staff development for 30+ employees, ensuring training completion and compliance with protocols Managed billing processes for CalOptima, private pay, and VA clients, resolving payment issues to maintain healthy cash flow

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Senior Case Manager, 11/2013 to 09/2022

Fertility Source Companies

Managed 25-40 cases simultaneously, handling highly confidential data, including social security numbers, medical records, and financial information

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• Oversaw data entry for an annual client base of 120-300, ensuring accuracy and confidentiality Prepared monthly expense reports of $40,000 per client, coordinating extensive itineraries for travel and medical appointments

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Promoted to Senior Case Manager within 2 years, working closely with executive management and resolving client concerns with excellent communication skills

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Sales Associate, 12/2010 to 11/2013

Petco

• Increased monthly revenue by 15% through effective upselling of promotional products

• Enhanced customer satisfaction by 20%, delivering timely and professional responses to inquiries and concerns

• Reconciled daily sales and returns, ensuring accuracy across transactions and minimizing discrepancies Store Manager, 02/2007 to 05/2011

Postal Annex

• Managed store operations in owner's absence, ensuring seamless daily business functions Reduced company costs by 10% by researching competitive inventory prices and maintaining strong vendor relationships

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• Increased customer retention by 15% through fostering customer relationships Education

General Education: 08/2008

Irvine Valley College - Irvine, CA

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